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A Prescient Management Service

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About Us

Today's evolving socio-economic environment offers proof that in business, Accountability Matters . While many companies continue treading water by offering marketable products and services at fair prices, more often than not, many of these same organizations end up failing due to weaknesses in diagnosing and locating internal operational inefficiencies, and because poor decisions are justified using incomplete data, ultimately restricting net profitability and scalability while hindering future growth and success.

 

Our CFO Consulting Services, driven by the implementation of our innovative and all-inclusive Bookkeeping services, will help guide your business towards increased operational efficiency and higher profits by utilizing your company's historical data, identifying areas requiring system and process adjustments, and assisting you in the implementation of cost-friendly solutions leading to greater margins. Our primary goal is to guide your company in becoming more efficient at making money, not changing your business. It's all about the EBITDA!

Is your bottom line remaining stagnant and not showing any signs of improvement, even with increased sales? Is your business constantly requiring an infusion of capital from personal savings accounts, or are you constantly seeking outside financial assistance? Are you simply interested in your business making more money?

 

If you answered yes to any of these questions, please contact us. We are the unrivaled leader in Business CFO Consulting Services, just without additional increases to your payroll or your payroll taxes.

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CFO Consulting Services

Budget Creation and Forecasting

Accounting and Financial Reporting

Inventory and Internal Controls

Human Resource and Compliance

Recruiting, Training, and Team Development

General Business Accountability

Tax and Finance

Management Training and Accountability

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Brainstorm to Success

A Few of our Clients

Professional Relationships

and Links To Their Websites (Click Logos)

Home: Clients
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CritterPro

Jacksonville, FL (2021-Present)

Contracted to help improve EBITDA by implementation of increased operational efficiency strategies and assisting with management training for minimizing expenses through utilization of improved systems and processes for a wildlife removal business.

 

Consulting services include guidance in:

  • Accounting and Financial Reporting

  • Bookkeeping Services

  • Human Resource Consulting

  • Management Training and Accountability

  • Budgeting and Forecasting

  • General Business Accountability​

Wraps Direct

Jacksonville, FL (2022-Present)

Contracted to help improve EBITDA through implementation of increased operational efficiency strategies with management training focused on minimizing expenses through utilization of improved systems and processes for a national leader in the large format print and vehicle wrap services industry.

 

Consulting services include guidance in:

  • Accounting and Financial Reporting

  • Bookkeeping Services

  • Management Training and Accountability

  • Budgeting and Forecasting

  • General Business Accountability​

  • SBA Building Loan Approval and Procurement

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More Than Rehab

Bryan-College Station, TX (2021-Present)

Contracted to help improve EBITDA by implementation of increased operational efficiency strategies and assisting with management training for minimizing expenses through utilization of improved systems and processes for a full service in-patient and out-patient addiction rehabilitation facility.

 

Consulting services include guidance in:

  • Budgeting and Forecasting

  • Bookkeeping Services

  • Accounting and Financial Reporting

  • Management Training and Accountability

  • General Business Accountability​

  • Guided SBA EIDL Loan Approval and Procurement

Dodie's Reef

Dallas, TX (2019-Present)

Establish and oversee all financial reporting activities for 30-year-old bar and restaurant. Investor purchased restaurant in 2019 and realized 80% ROI, annualized at 17.37%, at disposition in October 2022.

 

Consulting services include guidance in:

  • Budgeting and Forecasting

  • Bookkeeping Services

  • Accounting and Financial Reporting

  • Inventory and Internal Controls

  • Management Training and Accountability

  • General Business Accountability​

  • Consulted in Acquisition Process

  • Retained by New Ownership Group

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Charlie's Creole Kitchen

Dallas, TX 2019-Present

Establish and oversee all financial reporting activities for popular restaurant.

 

Consulting services include guidance in:

  • Budgeting and Forecasting

  • Bookkeeping Services

  • Accounting and Financial Reporting

  • Inventory and Internal Controls

  • Management Training and Accountability

  • General Business Accountability

Jacksonville, FL (2018-2020)

Led a complete corporate restructure and reorganization for a distinguished grocery store remodeling service company also owning and maintaining a fleet of service vehicles.

Consulting services included guidance in:

 

  • Budgeting and Forecasting

  • Team Recruitment and Development

  • Management Training and Accountability

  • Accounting and Financial Reporting

  • Inventory and Internal Controls

  • General Business Accountability

  • Human Resource and Compliance

  • Health Care and Liability Insurances

Supermarket Solutions

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Surfer [The Bar]

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Jacksonville Beach, FL (2016-2018)

Provided general business management for a start-up bar and restaurant in a high-profile location under a nationally branded concept.

Consulting services included guidance in:

  • Budgeting and Forecasting

  • Team Recruitment and Development

  • Accounting and Financial Reporting

  • Inventory and Internal Controls

  • Management Training and Accountability

  • General Business Accountability

Contact Us

Have an Accountability Matter? Please contact us today. We're here to help!

4300 South Beach Pkwy

Jacksonville Beach, FL 32250

904-613-0209

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Pre-sh(ē-)ən(t): foreknowledge of events:

a: divine omniscience

b: human anticipation of the course of events: FORESIGHT

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